Digitrax
I translated complex regulatory workflows into clear program and permission flows, designing key interfaces (forms, dashboards, tables), collaborating closely with engineering, QA, security, and compliance to validate edge cases and define user stories, and delivering demos and training to support adoption among admin users.
40%
Faster Onboarding
Less
Errors & Support Calls
02
Key Areas
Target Users
Manufacturers / Producers, Operations / Fulfillment Staff
Timeline
7 months
Category
B2B SaaS
Type of Work
Product Discovery
Prototyping
User Story Mapping
User Story Writing
QA Testing Scripts
Documentation
This project focused on improving how compliance-heavy programs and permissions were managed within an enterprise platform. The existing experience made it difficult for admins to confidently configure programs, assign privileges, and understand access across the system, increasing the risk of errors and slowing onboarding. I redesigned the workflows and lifecycle model to introduce clearer structure, safer permission patterns, and greater predictability — reducing configuration errors, improving admin confidence, and strengthening trust for security and compliance teams.
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Design: Adobe XD
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Product/Backlog: Atlassian, Aha
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Research/Validation: user interviews, UAT pilots
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Delivery: demo videos, training decks
Process
Workflow Modeling
Mapped the program creation and privilege assignment lifecycle into a clear, role-aware UX model that reflected real regulatory steps.
User Story & Edge Case Validation
Wrote detailed user stories and acceptance criteria, and worked with development and QA teams to validate behavior across complex scenarios.
Translating Rules into Flows
Turned complex compliance and permission logic into intuitive, testable user flows and permission models.
Cross-Department Alignment
Facilitated requirements gathering and alignment with security, compliance, and engineering stakeholders to ensure UI decisions met both business and technical constraints.
UI Design & Prototyping
Designed and prototyped key interfaces — forms, dashboards, and data tables — to support admin tasks with clarity and consistency.
Training & Enablement
Delivered interactive demos and training materials to help admin users understand workflows, roles, and permissions with confidence.
Key Challenges
1. Errors in Permission
Challenge
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Admins were misassigning access rights because privilege names were unclear and there was no real-time feedback on selected permissions — risking data exposure or compliance issues.
Solution
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Introduced a privilege matrix with grouped modules (Users, Products, Locations, etc.), checkboxes for View / Update / Delete / Add, and status toggles for activation.
Sensitive actions show warning tooltips; “Done” stays disabled until at least one valid privilege is chosen.
Impact
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Reduced misassigned roles & support tickets; faster, safer onboarding of admins.
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Error Prevention – design the system to stop users from making mistakes before they happen (e.g., disable invalid privilege combos).
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Visibility of System Status – keep users informed about what’s selected or happening right now (e.g., active/inactive state, live totals).
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Clarity & Hierarchy – arrange content and actions so the most important items stand out first and the screen feels organized.
2. Form Abandonment
Challenge
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Creating programs required entering multiple data points (brand info, managers, logo). Without structure, admins got lost or abandoned halfway.
Solution
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Built a progressive multi-step creation flow:
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Step 1: Basic info (name, brand owner, contact).
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Step 2: Assign program managers via searchable table.
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Step 3: Logo upload + status toggle.
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Step 4: Review & Confirm screen before submission to catch mistakes.
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Impact
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Increased form completion; reduced data entry errors; helped cut program activation time by ~40%.
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Error Prevention – design inputs and logic to stop mistakes before submission (e.g., disable invalid options or block incomplete forms).
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Cognitive Load Reduction – simplify and chunk information so users can process and act without feeling overwhelmed.
Outcome & Impact
Streamlined Program Onboarding
Admins can create and manage program lifecycles more efficiently with guided workflows and clear privilege models.
Cross-Team Alignment
Bringing security, engineering, and compliance into the design process reduced rework and improved delivery confidence.
Reduced Privilege Errors
Built-in permission logic and validation helped prevent incorrect role assignments and improved compliance.
Reliable Implementation
Collaborating with dev and QA ensured complex edge cases were handled before release, reducing implementation defects.
Enhanced Visibility & Control
Dashboards and tables made it easy for admin users to monitor status, roles, and audits at a glance.
Faster Adoption & Training
Well-designed demos and training materials helped admin users onboard quickly and use the system effectively from day one.